A seasoned manager with a track record of product leadership, cross-functional team building, project management and strategic alliances specializing in quantitative analytics, portfolio construction, investor & compliance risk management, and socially responsible investing. Driving growth in ...more

A seasoned manager with a track record of product leadership, cross-functional team building, project management and strategic alliances specializing in quantitative analytics, portfolio construction, investor & compliance risk management, and socially responsible investing. Driving growth in early stage and legacy fintech services through broad expertise in go-to-market strategy development, product management and solutions marketing. Tactical experience in sales process and pipeline development, customer retention, product evangelism, web design, digital marketing, content development, social media, and technical writing focused on leading asset managers, wealth advisors, pension funds, endowments and non-profit organizations.less